Forgent Ltda. in Maine seeks two operations coordinators to support financial advisors with portfolio administration, custodial paperwork, and account maintenance. You’ll work from a historic office in Maine, following precise playbooks for Schwab, life, and annuity applications.
This high-volume role rewards coachability and consistency in process-driven work. You’ll be in a front-facing, in-office team, handling deadlines, follow-up, and policy-driven tasks, with clear path to leadership as
#J-18808-LjbffrOperations Coordinator, Client Services — Growth Training in augusta at Unknown Company
This position is listed as full time and onsite.